Overview

This guide describes how to perform assorted tasks and functions in the Genius POS. It includes procedures for such basic functions as logging into the POS, opening new tickets, ordering menu items, and paying tickets with different payment types.

Accessing and logging into the POS
Typical start-of-day activities (attaching cash drawers and editing stock counts)
Opening, managing, and paying tickets
Non-sales operations performed during a typical day (staff breaks and time punches)
Typical end-of-day activities (checking out cash drawers and server banks)
Reporting
Dedicated functions for managers

System Access

To access the Genius POS on a new iPad device, you must connect the device to the location’s Wi-Fi network, run the POS app, then log into the POS. After logging in, you must configure the POS to use a receipt printer and a PAX card reader device.

Connect to the Location’s Wi-Fi Network

Log into the iPad.
In the Home screen, tap the Settings.
In the iPad Settings screen, tap Wi-Fi.
In the Wi-Fi screen, enable Wi-Fi by tapping the switch.
Select the location’s network.

Running and Logging into Genius

After the iPad device is connected to the location’s WiFi, you can run and log into the POS app.

Log into the iPad device.
In the Menu screen, locate and tap the Genius icon.
The POS will run and display the PIN screen.
In the keypad, enter a valid PIN number, then tap Go.
The Clock-In screen displays.
Tap Clock-in.
If you are set within the system to work in more than job type, the POS may prompt you to select the job type you currently want to work in.

If the location is set to use cameras, the screen will include a frame that displays the video from the device’s front camera.

Manager Menu

After logging into the POS, you can access the Options menu and set the POS to use a specific receipt printer and PAX device.

How to Set the POS to Use a Printer

Before performing sales transactions, you must set configure the POS on each iPad device to use a specific default register printer. The POS requires a default register printer in order to use an attached cash drawer or to print guest checks.

In the POS, tap in the top right corner.
The app displays a list of options.
Tap Manager, then tap Printers.
The POS displays a list of available printers.
Select your printer template by clicking Use.
Complete one of the following:
If no templates display, tap New Template.
Select the rooms that this receipt printer will print for.

Select the printer for this iPad, then select its Enable.
Enter a name for the template.
Tap Save.
If templates do display, select the desired printer’s button in the Default Register Printer.
Tap Exit.

How to Set the POS to Use a PAX Device

Before performing any credit card sales, you must set up an appropriate PAX card reader device to each iPad, specifically a Visa, Mastercard, and Europay (EMV) terminal. Assuming your dealer has already configured your devices and connected them to the network, you may need to perform these additional steps.

In the POS, tap in the top right corner.
The app displays a list of options.
Tap Manager, then tap Payment Terminals.
The POS displays a list of available payment terminals.
Select an appropriate PAX device.
The POS will attempt to connect to the PAX device.
Select the Card Reader icon in the top panel.

The POS will display a panel listing the statuses of all its card readers. If the POS connected successfully, the list will display its status as CONNECTED.

Start of Day Activities

This section describes how to perform certain tasks commonly completed at the beginning of a business day, such as setting up cash drawers and adjusting menu item stock counts.

Prepare to Take Cash Transactions

Depending on the restaurant’s setup, you may need to create cash drawers or server banks (or both) for staff members that perform sales transactions.

Attaching a Cash Drawer

In the POS, tap in the top right corner.
The app displays a list of options.
In the list, tap Attach Drawer.
The app displays the Confirm Starting Cash keypad.
If necessary, enter the cash drawer’s starting amount in the keypad.
If the system is set to automatically enter a preset default amount, you may not need to enter the starting amount.
Tap Confirm?.

Server Bank

Staff members using a server bank do not need to take additional steps in Genius at the Start of Day. The POS will automatically open a server bank when its first cash transaction is taken.

Adjust Item Stock Counts

At the start of any business day, a manager may need to adjust the count of particular menu items, often for daily specials or other important items. Managers can edit the stock count of such items directly within the POS. Once adjusted, the POS automatically counts down the stock by one each time the item is ordered. You do not need to set a Stock Limit for all items.

To edit the stock count of a menu item, you can use one of the following methods:

Edit Stock Counts in the Order Screen

In the POS Order screen, tap and hold any item’s button in the menu panel.
The POS displays the What’s the item stock limit?
In this keypad, enter the item’s in-stock quantity, then tap Save.
or If you do not want to apply an in-stock quantity to the item, tap No Limit.

Edit Stock Counts in the Item Stock Management Screen

You can also edit stock counts in the Item Stock Management screen.

In the POS, tap in the top right corner.
The app displays a list of options.
Tap Manager, then tap Item Stock Management.
The Item Stock Management screen displays. This screen includes controls that enable you to search for items by category or menu section, enabling you to find and edit stock counts for multiple items.
To edit an item’s stock count, find the item by entering its description in the Search an item box, then enter a new stock count in the item’s Stock.
Click Save.

To designate an item as out of stock, set the item’s stock value to “0”. In the Order screen, the POS will display out-of-stock items in red. If you set an item’s stock value to “0”, users will be unable to order the item in the POS or the Online Order website.

Payments and Transactions

This section describes how to perform various common transactions in the POS, such as opening a new ticket, ordering items, applying discounts or adjustments to a ticket, and paying a ticket with various payment methods.

Starting a New Ticket in Different Room Types

There are different ways to open a new ticket in the POS, depending on the type of rooms that the POS is configured to use. In this section, we describe how to open a new ticket in a POS using Table Layout rooms, Tab rooms, and Delivery rooms.

Table Layout Room

Table Layout rooms are rooms associated with table layouts. They represent a physical area in the location that includes tables where customers can dine. The table layout enables servers and hosts to assign customers to a specific table within a room, and tickets created within a room will be associated with a table.

To access a specific room, tap Rooms in the bottom panel, then tap Layout. The room will have a layout with multiple table icons, each representing a physical table in the restaurant. In a table layout screen, you can open a new ticket by tapping a table icon.

Tab Room

Tab rooms do not usually represent an actual dining area. They are typically used for Kiosk, Skip the Line, and Online Ordering service. When configured properly, these apps will automatically send new tickets to a Tab room and assign them a tab number instead of a table number.

If you are accessing a tab room, you can open a new ticket by accessing its Ticket screen and tapping New Ticket.

Delivery Room

Delivery rooms also does not represent an actual dining area. They are typically used for online and telephone delivery orders. It also displays a map view with Driver options. You can manually create a ticket by selecting the New Ticket button.

In the POS, if you are accessing a delivery room, you can open a new ticket by accessing its Ticket screen and tapping New Ticket.

Adding Items to a Ticket

After you create a ticket, the POS displays Order screen. In the Order screen, you can add items to the ticket and make any necessary changes.

To Add a Menu Item to a Ticket

To add a menu item to a ticket, find and tap the item’s button in the menu panel.
If the item has any required modifiers (such as weights, toppings, or cook temperatures), the POS may display one or more additional prompts in the menu panel.
If prompted, select any required modifiers.
After selecting an item and its modifiers, tap in a blank area on the screen.

The POS will return to the Order screen.

To Manage Menu Items in the Order Screen

Once you add items to a ticket, you can perform various actions to manage those items. Tap an item in the ticket preview to select it, or select multiple items by tapping and holding an item and then selecting additional items. Then use the options in the bottom panel to perform any of the following tasks:

Select All: Select all items on the ticket.
Seat: Assign all selected items to a seat number. The POS displays a keypad, allowing you to enter a seat number.
Course: If your restaurant uses menu courses, assign a course number, a hold, or rush status to the selected item.
Move: Move the selected items to a different ticket. The POS displays a list of available tickets, allowing you to select one.
Duplicate: Add a duplicate of each selected item to the ticket.
Quantity: Modify the quantity of the selected item.
Void Item/Remove Item: Removes the selected items from the ticket. If the item was already saved to the ticket, the POS will prompt you to enter a void reason.
Modify: Change or remove modifiers for the selected item.

Splitting Tickets

If a party of customers want to split a check, the POS includes multiple ways to do so.

Select a ticket you wish to split.
In the Order screen, select Split from the menu on the left.

The POS displays a panel with various split options.
If you tap New, the POS creates a new empty check within the ticket and displays the split as Check 1 and Check 2. At this point, Check 2 will have a balance due of “$0.00”.
If you select one or more items on the “Check 1” section of the ticket, the POS displays the following options:
Move To: Move the selected items to another check. This option allows you to place specific items on separate checks for separate customers.
Evenly: Split the cost of the selected items evenly between all checks.
Check 1: Move the selected items to Check 1.
Check 2: Move the selected items to Check 2.
Advanced: Split the cost of the selected items by 1/2, 1/3, 1/4, or 1/5.
If you tap By Seat, the POS splits the check based on seats.
It is only available if the ticket has multiple seats. In the following example, you can see the seat numbers 1 and 2 on the left side.
If you tap any of the division buttons (2x, 3x, 4x, and so on), the POS will split the items evenly number of checks that you choose.
For instance, if you tap 2x, the POS will split the cost of each item evenly between two checks.
If you select Remove All, the POS will remove any previous splits.

The POS will display all items in their original status.

Applying a Discount to a Menu Item

In Genius, you can apply discounts to specific items on a ticket.

Access an open ticket.
Select one or more menu items in the ticket.
Tap Discount in the bottom panel.
The POS will display all available discounts as buttons in the Item Discounts panel.
Tap the button of an appropriate discount.

Applying an Adjustment to a Ticket

In Genius, when paying and closing a ticket, you can apply an adjustment to the entire ticket.

Access an open ticket.
Tap Checkout from in the left menu.
Tap Adjust.
The POS will display all available adjustments in the Adjustments panel.
Tap the button of an appropriate adjustment.
Proceed with paying and closing the check.

Ticket Information Screen

You can review a ticket's information and settings in the Ticket Info screen. This screen displays assorted information about the ticket you’re viewing, as well as controls to perform certain tasks for the ticket. To access the Ticket Info screen, access a ticket and then tap the Info button in the left hand menu. (Some rooms may be set to display this screen up automatically when you create a ticket.) You can edit most of the information in this screen by tapping its box and entering new information.

Guest Information

This section includes the guest’s basic contact information, such as name, address, telephone numbers, and email address.

This section also includes a series of icons along the top of the screen, each representing a utility or a different type of information associated with the guest. To review each icon’s information or run its utility, tap its icon.

Guests in Range: This icon displays as a “pulse” animation when customers are within range while using the Guest app. If you tap this icon, the POS displays a list of customers within range, with each customer’s name and phone number. If you select a customer in the list, the POS will add the customer’s information to the Ticket Info screen.

Credit Card Tab: This icon is only active if the Credit Card Tabs feature is enabled for this location. It allows you to create a credit card tab, enabling a customer to authorize a card just once instead of each time they place additional orders. If you tap this icon, the POS will ping the PAX device to prompt the customer to insert or swipe a credit card. Once the card is read and authorized, the POS will store the card’s information to use later without requiring the customer to swipe their card again.

SMS: If you tap this icon, the POS will send an “Order Ready” text message to the guest’s telephone number. If there is no telephone number, the POS will prompt you to enter a number in the Phone box.

Order History: If you tap this icon, the POS will display a panel listing the guest’s order history at this location.

Geocode: This feature is usually used for delivery service. If you tap this icon, the POS displays a map to the customer's address, with detailed directions for how to get there. You can print a copy of the directions with the receipt printer.

Caller ID: This icon aids staff in receiving phoned orders and adding customer information to new tickets. When staff members receive a call, they can select a room and open a new ticket. Then, while in the Ticket Info screen, the animated Caller ID icon may “jiggle”, indicating they are receiving a call on one or more other lines.

If you tap this icon, the POS will display the phone number and (if available from a previous order) the customer’s name associated with the number. The POS will also add the phone number and name to the new ticket’s information. If the phone number also has a street address associated with it, the POS will also add it to the ticket information.

Room/Owner Section

This section includes information specifically about the ticket’s location and server.

Server: The server who is serving the ticket's guests.

Room/Table: The room or table associated with the ticket.

Guest Count: The number of guests associated with the ticket.

Entree Count: The number of entrees ordered in the ticket.

Ticket Status

This section includes information specifically about the ticket’s status.

Hold Ticket: Indicates if the ticket is currently being held by the POS.

Promise Time: If the ticket is held, this box displays the scheduled promise time when the ticket will be fired.

Ticket Status: Displays the ticket's current status.

Paid Status: Indicates if the ticket has or has not been paid.

Created By: Displays the name of the staff member who created the ticket.

Ordered: Displays the date and time when the ticket was created.

Closed: Indicates if the ticket is closed.

Ticket Actions

This section lists several utilities that you can use to perform certain tasks for the ticket.

Retrieve Card Info: Pay the current ticket with the guest's credit card.

Combine Ticket: Combine another ticket with the current ticket.

Refund Ticket: Perform a refund for the current ticket.

Payments

To pay a ticket in the POS, access the desired ticket, then tap Checkout in the left-hand panel. In the right panel, the POS displays a keypad and various buttons representing payment options. In the box above the keypad, the POS displays the amount of payment to tender. By default, the POS enters the ticket’s total.

Paying a Ticket with Cash

If you are paying a ticket with cash, you have multiple options.

Using the keypad, type the amount of cash that the customer provides, then tap Cash.
If the customer provides the ticket’s exact amount in cash, tap Cash immediately without entering any amount with the keypad.
Tap one of quick tender buttons. When you tap a quick tender button, the POS automatically submits that amount. The example above features quick tender buttons for $13, $15, and $20.

After tapping Cash or a quick tender option, the POS displays the amount of change due in the panel.

To print a copy for the customer, tap Print. To email a copy of the ticket to the guest’s email address, tap Email. If you want to void the payment you’ve just submitted, tap Void Payment. If you void a payment, the POS may prompt you to submit a reason for the void.

To return to the Ticket Preview screen, tap a blank space in the screen.

Paying a Ticket with a Credit Card

As with cash, if you are paying a ticket with credit card, you have multiple options.

To pay the full amount of the ticket, swipe or dip the card.
To pay a partial payment, use the keypad to enter the desired amount and then swipe or dip the card.
To manually enter a card number, tap Card, type the information in the Card Number keypad, then tap Next.

If the credit transaction is successful, the POS displays an approval message and additional options specifically for card transactions.

If you tap Tip, the POS will display a keypad and allow you to enter a tip amount. To print a copy for the customer, tap Print. To email a copy of the ticket to the guest’s email address, tap Email. If you want to void the payment you’ve just submitted, tap Void Payment. If you void a payment, the POS may prompt you to submit a reason for the void.

To return to the Ticket Preview screen, tap a blank space in the screen.

Paying a Ticket with a Gift Card

If you are paying a ticket with a gift card, you have multiple options.

To pay the full amount of the ticket, swipe or dip the gift card.
To manually enter a gift card’s number, tap Gift, type the number in the Card Number keypad, then tap Next.

If you tap Enquire, the POS will connect to the gift card server, retrieve the card’s balance, and display the card’s balance in the Payment screen.

If you tap Redeem, the POS will pay the ticket’s amount with the gift card’s balance.

Making Adjustments (Same Day/Previous Day)

On occasion, you may need to apply an adjustment to a closed ticket. The POS only allows you to apply an adjustment to a ticket that was closed during the current day.

Apply an Adjustment to a Ticket (Same Day)

To adjust a transaction performed on the current day, follow these procedures.

Access the desired ticket.
At the bottom of the Ticket Preview panel, tap the submitted payment that you want to adjust.
In this example, “Custom Tender” is the selected payment.

When you select a payment, the POS displays the Tip, Print, and Void Payment buttons.
To add or change the tip amount, tap Tip and enter a new amount in the keypad.

Review Transactions from Different Day

You cannot make adjustments to transactions from previous days, but you can view and print them.

In the POS, tap in the top right corner.
The app displays a list of options.
Tap Reports.
The POS displays a list of available reports in the left-hand panel.
Tap Transactions.
The POS displays the Transactions Report screen.
Tap the Date Range.
The POS displays the Date panel.
In the Date panel, select a date or set a date range, then tap Run.
The POS displays the report as a list of transactions. If necessary, you can use the Staff and Transactions lists to filter the report to include only certain types of transactions (such as credit, cash, or house accounts) or transactions performed by specific staff members.
In the report, tap the ticket number of the desired transaction.
The POS opens a detailed view of the ticket.
Select View Original.
The POS displays the ticket in the Ticket Preview screen.
Tap the desired transaction.
The POS will display the details of the transaction.
If you want to print the ticket, tap Print.

The POS will prompt you to select a printer to print the ticket, or to tap Preview to view a preview of the printed ticket.

Closing a Ticket

Most restaurants close their tickets immediately after finalizing its payment. To close a ticket manually, access the ticket and tap Close in the left-hand menu.

Reprinting Tickets

Access the ticket and tap Reprint in the left-hand menu.
The POS displays the Printer Formats panel, which includes a tile for each available printer format.
Tap an appropriate printer format for the ticket you want to reprint.
The POS will display a list of available register printers associated with the iPad device. This list also includes a Preview option.
Tap Preview to view of preview of the ticket.
or tap the button for the printer that you want to print the ticket.

Performing a No Sale Transaction

If your POS is associated with a cash drawer and you need to perform a No Sale transaction to open the drawer, perform the following procedures.

In the POS, tap in the top right corner.
Tap No Sale.

The POS will only perform this task if you are in a job type with access to the drawer and set with the “No Sale” permission enabled.

Searching for Specific Tickets

If necessary, you can search for specific kinds of tickets in the POS.

In the Order screen or one of the room screens, tap Search in the bottom panel.
The POS displays a screen listing tickets as tiles in the main panel.
To search for a specific ticket, type an identifying word (such as a ticket number or customer name) in the Search Tickets.
To view a list of tickets opened by you, tap My Tickets.
To view a list of tickets with a specific status (such as “Open”, “Held”, or “Partially Paid”), tap Status.

The POS will display a panel listing all possible statuses. If you select one or more statuses in this panel, the POS will only display tickets that have one of the selected status. Each status is color coded and corresponds to the colors of the ticket tiles.

Daily Operations

This section describes some common management functions performed throughout the day, such as clocking in and out of staff breaks.

Staff Breaks

This section describes how to clock out and clock back in for a staff breaks.

Clock Out for a Break

To clock out for a break, follow these procedures.

In the POS, tap in the top right corner.
Tap Clock-Out.
The POS displays a window for the front-facing camera that’s similar to the Clock-In screen.
Tap Start Break.
If there are multiple types of breaks configured in the system, the POS will display them here as options.
If there are multiple break types available, tap the appropriate type of break.

The POS will log you out of the system.

Clock Back In from a Break

To clock back in from a break, follow these procedures.

Log back into the POS.
In the POS, tap in the top right corner.
Tap Clock-Out.
Tap End Break.

Editing and Deleting Time Punches

This section describes how to edit or delete a time punch. A time punch is a record of when a staff member clocks in or out of the POS.

Editing a Time Punches

If you need to edit an existing time punch, perform the following procedures.

In the POS, tap in the top right corner.
Tap Manager, then tap Time Punch Management.
The Time Punch Management screen displays. This screen features several search options to enable you to find time punches to edit.
In the Date Range boxes, if you select a range of dates, the POS will display all time punches performed within the designated date range.
In the Staff list, if you select a staff member, the POS will display all time punches for the selected staff member.
In the Job Type list, if you select a job type, the POS will display all time punches for staff members working in the selected job type.
Using the search options, find the time punch you want to edit, then tap its Edit.
The POS displays the Staff, Clock-In, Clock-Out, and Total Time boxes.
To edit any of these setting, tap the Staff, Clock-In, Clock-Out, or Total Time box and then enter a new value.
Tap Save to save the new settings.

Deleting a Time Punch

To delete a time punch, select it, swipe left, then tap Delete.
The POS displays a confirmation prompt.
Tap Delete.

End of Day Activities

This section describes how to perform certain tasks commonly completed at the end of a typical business day, such as closing any open tickets, editing tips for closed checks, and checking out server banks and cash drawers.

Daily Review Activities

The Daily Review screen enables managers to quickly review what’s left to be done during end-of-day procedures.

In the POS, tap in the top right corner.
In the list, tap Manager, then tap Daily Review.

The POS displays the Daily Review screen with three buttons: Tips, Tickets, and Cash. Each of these buttons accesses a list of transactions performed during the current day. These screens enable you to review all of the day’s tips, tickets, and cash transactions and, if necessary, edit them before ending the day.

If there are any unresolved transactions in any of these sets, its button will display a red “X”. If all transactions within a set are resolved, its button will display a green check mark. These indicators enable you to see at a glance if there are any transactions in any set that need action. (Depending on the location’s settings, these buttons may not display any indicator icons.)

Tips Screen

If you tap Tips, the POS displays a screen listing transactions that were closed without a tip amount. In this screen, you can edit each transaction and enter an appropriate tip.

To enter a tip amount to a ticket, tap the ticket’s Tip box in the list.
The POS will display a keypad at the bottom of the screen.
Enter a tip amount with the keypad, then tap Done.
To access a ticket, tap its name in the list.
To POS will open the ticket, allowing you to review its details and (if desired) enter a tip amount.
To enter a tip value of “$0” in all transactions in the list, tap the Empty Tips button, then tap Mark empty tips as 0.
When you have finished editing tip amount for all necessary tickets, tap Submit Tips.

The POS will save the changes you have entered.

If your credit card processing is set to Auth/Capture tips must be captured to batch a transaction out at the end of day. When you use this method, you’ll see a red X or a green checkmark indicator for this section. If you use Sale/Adjust or another processing method it allows you to view the screen, but does not show an indicator since it’s not required for end of day.

Tickets Screen

If you tap Tickets, the POS displays a screen listing all tickets that have not been closed. For each ticket, the screen displays the ticket’s number, server, room, and status. (The screen only displays tickets with a status other than “Closed”.)

If you tap a ticket in the list, the POS will display the ticket’s details in the Ticket Preview screen, allowing you to review the ticket and take any necessary steps to close it or advise its server on how to close it.

Cash Screen

If you tap Cash, the POS displays a screen listing all server bank and cash drawer “checkout” transactions. The POS displays completed checkouts as green and incomplete checkouts as red. For each checkout in the list, the POS displays the screen displays the server bank’s name, the date and time of the checkout, and its expected amount.

Each checkout in the list will feature one of the following icons. If you tap a checkout’s icon, the POS will display one of the following reports:

The Cash Drawer Report for an individual server. If the location has the Actual Cash Counting feature enabled, you can adjust the user counted amount in this report.

The full Cash Drawer Report, which includes totals for all servers who used the drawer. If multiple servers used the same drawer, this checkout will not display as green until they all complete their checkouts.

The Server Bank Report for an individual staff member. If balancing is enabled and they checkout, but do not balance, this shows in yellow.

If you tap on one of the checkouts in the list, the POS displays the Server Checkout Report, with details and subtotals for the checkout. If the checkout is already completed, you can print the report by tapping Print (at the bottom of the report window). If the checkout is incomplete, you can force the POS to close the checkout by tapping Force Server Checkout (at the bottom of the report window).

If all tickets are closed, the POS will allow you to force the checkout. If any tickets are still open, the POS will display an error.

Server Bank Checkout

The POS will not allow you to check out a server bank until all of its tickets are closed by their associated servers. To complete a server checkout, each server should reconcile and close their tickets in the Server Bank screen.

In the POS, tap in the top right corner, then tap Server Bank. The POS displays the Server Bank screen, which includes a copy of the Server Checkout Report. The Cash Summary section lists totals for cash transactions, tips, paid in/paid out transactions, and any funds the server may still owe the merchant.

In the Transfer Tickets section, the server can transfer all open tickets to another staff member by tapping Select Staff. The POS will display a panel listing available staff members. If the servers taps a staff member, the POS will transfer all open tickets to that staff member.

Once all tickets are closed, the server can tap Checkout. The POS displays a prompt to verify the checkout.

After completing the checkout, the server should return any amount listed as Server Owes Merchant to the restaurant. Conversely, if the Server Owes Merchant amount is negative, the restaurant should return that amount back to the server.

Once a checkout is completed, the manager can review its details in the Daily Review screen. In the POS, tap in the top right corner. In the list, tap Manager, then tap Daily Review.

Cash Drawer Checkout

As with server banks, the POS will not allow you to check out a cash drawer until all of its tickets are closed by their associated servers. To complete a server checkout, each server should reconcile and close their tickets in the Cash Drawer screen.

In the POS, tap in the top right corner, then tap Cash Drawer. The POS displays the Cash Drawer Checkout screen, which is similar to the Server Bank screen. It includes a copy of the Server Checkout Report. The Cash Summary section lists totals for cash transactions, tips, and paid in/paid out transactions. It also displays the amount of cash expected to be in the drawer before and after the checkout.

It shows Expected Cash in Drawer and also indicates where the drawer that was used was attached. When a server checks out a cash drawer, the system expects that the Expected Cash in Drawer after Checkout remains.

The same rules that apply to a Server Checkout also apply to a Cash Drawer Checkout:

Servers must close all tickets and pay all incomplete transactions before the POS will allow you to check out the drawer.
For reporting purposes, one entry is the specific person’s checkout for the drawer and another entry is the drawer in its entirety; this accommodates multiple servers working from the same drawer.
When you check out a cash drawer, that drawer will be detached. A new drawer must be attached before anyone can perform new cash transactions on that iPad.

Once a checkout is completed, the manager can review its details in the Daily Review screen. In the POS, tap in the top right corner. In the list, tap Manager, then tap Daily Review.

Tip Outs

The Tip Out feature enables you to allocate a percentage of a server’s net sales, gross sales, and tips to another staff member or to a group “tip pool”. Depending on how your site is configured, the POS might automatically allocate such funds into a tip pool that is available for redistribution in the POS. In other sites, staff may need to allocate their funds manually into a group pool or directly to another staff member.

Tipping Out to Another Staff Member

In the POS, tap in the top right corner.
In the list, tap Tip Out.
In the Tip Out section, tap Staff and choose the staff member you are tipping out.
You can also tap Filter Job Type and choose an appropriate job type.
Tap Amount and type the dollar amount of the tip out.
If necessary, you can tap Comment and enter a descriptive comment.
Tap Tip Out.

The POS will transfer the entered amount from your tips to the staff member’s tips.

Tipping Out to a Group Pool

In the POS, tap in the top right corner.
In the list, tap Tip Out.
In the Tip Out section, tap Pool and choose the desired pool.
Tap Amount and type the dollar amount of the tip out.
If necessary, you can tap Comment and enter a descriptive comment.
Tap Tip Out.

The POS will transfer the entered amount from your tips to the selected pool.

Cash Counting

Some locations may have the cash counting feature enabled. If so, when a staff members check out a cash drawer, the POS will require them to manually count the cash in the drawer by prompting them to enter a value for how much cash is in the drawer. The POS will require a manual count for all drawers used in the location to close the day properly.

In the How much cash in drawer? keypad, servers may count the drawer immediately, enter the amount in the keypad, and then tap Save. Or they can delay the count by tapping Count Later. If they select Count Later, a total can be entered later in the Daily Review screen. (Only staff members with access to the Daily Review screen can enter a counted cash drawer amount in that screen.)

Genius will report any differences between the System Expected Cash (system-counted) amount and the User Committed Cash (user-counted) amount. If there is a discrepancy between the System Expected Cash amount and the User Committed Cash amount, the POS displays a +/- column on the Daily Review screen. (Variances do not prevent the POS from displaying a checkmark for cash transactions in the Daily Review screen.)

You may review any cash drawers with variances in the Cash Drawers report.

To access the Cash Drawers Report, tap in the top right corner. In the list, tap Reports, then tap Cash Drawers. In the Cash Drawers Report, you can tap one of the cash drawers in the list and review its details in the Cash Drawer Summary section.

Reporting

The POS includes numerous reports to enable you to review the status of various aspects of the business during the day. This section describes the Daily Summary Report is particular detail, as it is an especially useful report. This section also includes a summary of the various other reports available in the POS.

Daily Summary Report

The most valuable report in the POS is probably the Daily Summary Report.

In the POS, tap in the top right corner, then tap Reports.
The app displays a list of buttons, each accessing a report.
Tap Daily Summary.
The POS displays the Daily Summary Report, which provides an overall review of the restaurant’s performance in a single day or within a date range. Many of its elements are selectable, enabling you to drill down to finer detail.
In the Sales section, if you tap Items, the POS will display a list of menu items that were sold during the day or date range.
If you tap an item in the list, the POS displays a tickets report listing all tickets that included the item within the day or date range. By tapping a ticket number, you can review the details of a specific ticket.
To go back up a level (such as from an individual ticket back to the Items list), tap the blue heading at the top left.
If you select a staff member in the Staff Members list, the POS will only display transactions performed by that server. If you select a revenue center in the Revenue Centers list, the POS will only display transactions performed within the selected revenue center.
If you tap the Date Range box, the POS will display the Date Range panel, which includes a calendar control and various options for setting the report’s date range. After setting an appropriate date range for the report, tap Run to view the report with the new date range.
To Print the report, tap Print in the top right of the screen. The POS will print the report on the default register printer assigned to the iPad.

Other Reports: Types and Purposes

This list is an overview of the other reports that may be available in the POS:

Daily Summary: An overall review of a restaurant’s performance during the current day. It is linked to many other reports.
Items: A review of item sales, including the sizes, quantities, net and gross sales, costs, and margins for each item.
Hourly Tickets: A review of the total amount of tickets opened, including their total seats, guests, net sales, and the percentage of daily sales per hour.
Hourly Items: A review of the total amount of menu items sold, their net sales, and the percentage of daily sales per hour.
Discounts: A list of discounts performed within the date range, including the amount of each discount and the total losses from using the discount.
Adjustments: A list of adjustments performed within the date range, including the amount of each adjustment and the total losses from using adjustment.
Taxes: A list of all taxes collected within the date range, including subtotals for inclusive and non-inclusive taxes, and the overall total of taxes collected.
Surcharges: List of different surcharges and their amounts for users.
Void Reasons: List of void reasons given when voiding tickets, payments, and specific items, including the total dollar amount voided.
Tips & Payouts: List of tips and payout transactions performed by each server.
Tickets: A list of all tickets open within a particular timeframe, including open and close times, the staff member who owns each ticket, the rooms associated with each ticket, and each ticket’s total. Within this report, you can select each ticket to review its details.
Transactions: Lists detailed information on each transaction performed within a particular timeframe.
Cash Summary: A list of cash transactions performed by a server, including the server’s name and totals for cash amounts, cash voids, tips and payouts, pay in/outs, server balances, and expected cash.
Cash Drawers: A list of cash drawers and server banks, including the drawer/bank name, the server assigned to it, and the open and close times. If you tap a cash drawer or server bank’s name in the report, the POS displays a detailed report on the selected cash drawer or server bank.
Labor Summary: When run for a single day, this report lists overall totals and hour-by-hour labor information. When run with a range of two or more days, it lists overall totals, job totals, and subtotals by day.
Payroll Summary: A list of employee payouts, including hours for each employee.
Time Clock: Detailed information on labor shifts sorted by employees, including staff breaks and an overview of total hours and reported tips.

Manager Menu Administrative Functions

To access the Manager menu, tap in the top right corner. In the list, tap Manager. The Manager menu includes the following options:

Info
General
Tablets
Printers
Peripherals
Payment Terminals
Time Punch Management
Item Stock Management
Daily Review

In this article, we describe the content of the Info, General, and Tablets screens.

Info

The Info screen displays a list of information about the POS running on this device.

The Info screen is divided into the following sections, each listing different types of information:

Device: Technical information about the POS device itself, such as its name, IP addresses, and the POS app’s version number.

Communication: The device’s communication settings, such as its network SSID, connected servers and client counts (if any), and network interfaces.

Location: A list of features specific to the location, with flags indicating if each feature is or is not enabled at this location.

Rooms: A list of the rooms accessible to this POS. If you tap a room in this list, the POS displays a sublist of room-specific features, with flags indicating if each feature is or is not enabled in the room.

Job Types: A list of the job types available to this POS. If you tap a job type in this list, the POS displays a sublist of features specific to the job type, with flags indicating if each feature is or is not enabled for the job type.

Permissions: A list of staff members who can log in with this POS device. If you tap a staff member in this list, the POS displays a sublist of functions, with flags indicating if the staff member has permission to use each function.

Adjustments & Discounts: A list of adjustments and discounts available to tickets opened in this POS device. If you tap an adjustment or discount in this list, the POS displays a sublist of its details, such as its default amount and service charge.

Menu Groups: A list of menu groups available for order in this POS. If you tap a menu group in this list, the POS displays the schedules when the menu group is available.

Menu Items: A list of menu items available for order in this POS. If you tap a menu item in this list, the POS displays a sublist of its details, such as its tax status, kitchen group, associated tags, and size options.

Pricing: A list of pricing rules that are active and applicable to tickets opened with this POS. If you tap a pricing rule in this list, the POS displays a sublist of its details, such as its current status, its short identifier, and its tags.

General

The General screen includes a list of controls that enable the manager to enable, disable, or modify various functions within the POS.

Device Options

Use Light Theme: If you disable this switch, the POS will display in its “dark” theme, which favors darker colors and backgrounds. If you enable this switch, the POS will display in its “light” theme, which favors lighter colors and backgrounds.

Screen Animations: if you enable this switch, the POS will apply a subtle “fade in/fade out” animated effect when users navigate from one screen to another.

Auto Correct Attached Card Reader: If you enable this switch, the POS will automatically attempt to connect to any card reader that is attached to it.

Attached Card Reader is Non-credit: If you enable this switch, the POS will not use the attached card reader to process credit or debit card payments. You should only enable this feature if the POS will only use the card reader to read gift cards.

Verify Room on Save: If you enable this switch, the POS will prompt servers to associate a ticket to a room (if they have not already done so) when they save a new ticket.

Verify Guest Count on Save: If you enable this switch, the POS will prompt servers to enter the number of guests on the ticket (if they have not already done so) when they save a new ticket.

Waitlist: If you enable this switch, the POS will make the wait list accessible and visible in Table Layout screens.

Static Ticket Options: If you enable this switch, the POS will lock the Ticket Options panel to the left side of the screen. You should enable this feature if you want to lock the device’s screen orientation to “landscape” mode.

Force Offline Credit Card Processing: If you enable this switch, the POS will not attempt to connect to the credit card service when processing credit card payments. It will store credit card transactions and authorize them later, when you disable this feature later.

Socket Server Priority: This control enables you to set the POS’s socket server priority, which determines if this POS device will function as the main server or as a backup if the main server goes offline. If you want the POS device to function as the main server, select “1” (the highest priority). If you want the POS to server as a backup server, select a different number (“2” or greater).

By setting a different socket priority on each POS device, you can control which devices will run as the main server or backup servers. If the main server (“1”) goes offline, the system will connect to the device with second highest priority setting (“2”). If that device goes offline, the system will then use the device with third highest priority setting (“3”). And so on.

Training Mode: If you enable this switch, the POS will run the POS in “training mode.” While running in training mode, the POS will not process any payments performed on it or synchronize its orders with other devices. Training mode enables staff in training to open tickets or perform payments without generating actual data in the location’s system files.

Staff Options

The Staff Options section includes only the Language control, which enables you to select which language the POS uses when displaying its labels and text.

Tab Room Ticket Sort

The Tab Room Ticket Sort section includes a list of options that enable you to set how the POS sorts tickets in the Ticket screens for tab rooms. You can set the POS to sort tickets by one of the following methods:

Oldest Tickets First (based on the time they were created)
Newest Tickets First (based on the time they were created)
Alphabetical by Guest Name
Alphabetical by Credit/Debit Card Name (which might differ from the Guest name)
Ordered by Guest #

Device Excluded Room(s)

The Device Excluded Room(s) section includes a list of the location’s rooms. If you select one or more of the rooms in this list, the POS will not allow staff members to access them or associate new tickets with them or their tables.

Auto Logout

The Auto Logout section includes a list of logout duration options. If you select a time option in this list, the POS will automatically log out if it is idle for the selected duration of time. You can select one of the following durations:

30 seconds
1 Minute
2 Minutes
5 Minutes
10 Minutes
1 Hour

Tablets

The Tablets screen enables you to add or edit the POS’s ticket prefix. A ticket prefix is a string of characters, up to four characters long, that the POS adds as a prefix to new ticket numbers. For instance, if you enter the letter “A” as a ticket prefix, the POS will add it as the first character of the ticket numbers it generates for new tickets created on its device (such as “A12”, “A13”, “A14”, and so on). In the Tablets screen, you can set or edit the ticket prefix by entering a string of one to four alphanumeric characters in the Ticket Prefix box, then tap Save.

If you use ticket prefixes, you must use a unique prefix for each POS device. We recommend using alphabetical characters, to better differentiate the prefix from the numerical ticket number.

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